Sharp Tech with Ben Thompson

Andrew Sharp and Ben Thompson
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18 snips
Feb 6, 2023 • 1h 2min

Meta Comes Roaring Back, What the Market Missed Last Fall, The Compromises that Define the Modern Internet

To email the show: email@sharptech.fm Meta Myths — Stratechery Facebook Lenses — Stratechery The ‘Enshittification’ of TikTok — Wired ‘If You Think The Internet Is Terrible Now, Just Wait a While’ — The Awl EarPods with Lightning Connector — Apple Album Club — Listener Andrew D Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Feb 2, 2023 • 11min

(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOs

To email the show: email@sharptech.fm Cloudflare’s Disruption — Stratechery Microsoft Earnings, Azure’s Slowdown, Office Strikes Back — Stratechery Update Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interviews Column: The real aim of big tech’s layoffs: bringing workers to heel — Los Angeles Times Finding Visible Egress/ingress nodes on the big-I Internet — Reddit The Manchurian Candidate (1962) ORIGINAL TRAILER — YouTube Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Jan 30, 2023 • 1h 8min

Solving Online Groceries, Explaining Those Cheap New Cell Phone Plans, Autonomous Deliveries, Tech vs. Humans in Content Development

To email the show: email@sharptech.fm Amazon’s New Customer — Stratechery Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Update An Interview With Instacart CEO Fidji Simo About Big Ambitions — Stratechery Interviews Pro-Neutrality, Anti-Title II — Stratechery Netflix and Net Neutrality — Stratechery An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interviews Die Hard: With A Vengeance Trailer (HD) — YouTube Ron Dayne Wisconsin Highlights — YouTube Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Jan 26, 2023 • 10min

(Preview) How Google Conquered Ads, What the DOJ Wants to Do About It, Follow-Ups on Free Netflix, Checking in with Peloton

To email the show: email@sharptech.fm An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interview Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal — Stratechery Update Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Jan 23, 2023 • 1h 1min

Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve

To email the show: email@sharptech.fm Netflix’s New Chapter — Stratechery AI chatbot’s MBA exam pass poses test for business schools — Financial Times Netflix’s New Look Is Already Catching On — Wall Street Journal Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update Why Netflix Should Sell Ads — Stratechery Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update Cable’s Last Laugh — Stratechery A Free Ad-Supported Netflix Service? Ted Sarandos Says Company Is “Open” to the Idea — The Hollywood Reporter Reed Hastings’ Journey at Netflix Would Make for Binge-Worthy TV — Bloomberg Acorn History (via listener Andrew D.) — Qsl.net Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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Jan 19, 2023 • 8min

A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE?

To email the show: email@sharptech.fm Twitter Timelines, Azure and OpenAI, Apple and China — Stratechery Update Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V) — Stratechery Update The Amazon Tax — Stratechery Beyond Aggregation: Amazon as a Service — Stratechery The End of the Beginning — Stratechery WWE stock upgraded at Wells Fargo as analysts debate potential buyers — Yahoo! Finance "These 3rd graders acting different" — Twitter: @Overtime How to Pronounce Oeuvre? (3 WAYS!) UK Vs US + French Pronunciation Guide — YouTube Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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9 snips
Jan 16, 2023 • 1h 7min

What's Going on at Amazon? and AI Language Barriers

To email the show: email@sharptech.fm Amazon confirms its massive layoffs will affect 18,000 employees — The Verge Amazon Kept Inventing, and Now It’s Going to Start Cutting — Bloomberg Amazon Earnings, Amazon’s Costs, Amazon Closes Stores — Stratechery Update An Interview with Brad Stone about Amazon Unbound — Stratechery Interviews Day Two to One Day — Stratechery Alexa: Amazon’s Operating System — Stratechery Meta open sources early-stage AI translation tool that works across 200 languages — The Verge Social Networking 2.0 — Stratechery Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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7 snips
Jan 12, 2023 • 1h 10min

GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More

To email the show: email@sharptech.fm AI and the Big Five — Stratechery More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI — Stratechery Interview FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update Amazon wraps 'TNF' debut season with lower numbers, but much younger demos — Sports Business Journal Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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4 snips
Dec 22, 2022 • 1h

Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?

To email the show: email@sharptech.fm Give Stratechery Plus as a Gift. FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update YouTube the likely home for 'Sunday Ticket — Sports Business Journal Alphabet’s YouTube TV Nears Deal For NFL Sunday Ticket. Profiting Will Be a Challenge. — Barron's Google’s YouTube in Talks for Rights to NFL Sunday Ticket — Wall Street Journal US targets China’s potential chip stars with new restrictions — Financial Times How TikTok Became an International Crisis — The New York Times What Comes Next for the Most Empty Downtown in America — The New York Times Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
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6 snips
Dec 19, 2022 • 1h 2min

Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of Principles

To email the show: email@sharptech.fm Give Stratechery Plus as a Gift. Narratives — Stratechery Twitter and What Might Have Been — Stratechery Pro-Neutrality, Anti-Title II — Stratechery “Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust — Stratechery Update Ajit Pai: the man who could destroy the open internet — The Guardian What if You Couldn’t See This Page? — The New York Times The Internet Is Dying. Repealing Net Neutrality Hastens That Death. — The New York Times The US net neutrality fight affects the whole world — The Verge Come for the tool, stay for the network — Chris Dixon How L'Oreal Sculpted The Cosmetics Industry — Strategy Factory ‘Everything that could go wrong did go wrong’ says Alpine boss after double DNF in Austin — Formula 1 Lando Norris: Alpine have done ‘bad job’ to only just be ahead of McLaren — Planet F1 Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

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